Insights

Analysis and perspective

Why international investors are underserved by traditional private banks

The structures of global private banking were built for a different era. We examine why the current model fails cross-border clients — and what a better approach looks like.

December 20248 min readRead article

Fixed IncomeNovember 2024

The role of credit in cross-border wealth portfolios

Fixed income is often an afterthought in private client portfolios. For international investors managing cross-currency exposure and liquidity risk, it deserves closer attention.

6 min read

Latin AmericaOctober 2024

Latin America: overlooked, complex, and selectively attractive

Emerging market allocations frequently neglect Latin America in favour of more liquid alternatives. We consider where the region presents genuine opportunity — and where caution is warranted.

10 min read

Portfolio ConstructionSeptember 2024

Risk-first portfolio construction: why it matters for private clients

Most private clients receive return-focused portfolio construction. The better approach starts with downside risk, liquidity constraints, and liability matching — then considers return.

7 min read

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